The Green Global Equity Income Portfolio (GGEIP) is a private strategy managed by Tom Konrad, Ph.D., CFA. GGEIP’s primary objective is a high level of current income with a secondary objective of long term capital appreciation. GGEIP only invests in the stocks and preferred securities of companies that have a net positive effect on the environment compared to the competitors they displace. Most stocks in the Portfolio are small or microcap, and an options strategy is used to enhance current income and reduce risk.
Dr. Konrad has managed GGEIP since December 2013. Total return after fees was 1.5% in 2014, 11.6% in 2015, 30.5% in 2016, and 25.6% in 2017.
The Portfolio is not currently open to outside investors. However, much of the research used in the strategy is also used to inform the Green Economy Strategy offered by JPS Global Investments.